Summary
Through Join It, we make it easy for Organization to automate their membership life-cycle - and this includes providing settings and tools for managing cancelations. Summary
Within the Member Portal, we allow members to 'cancel' themselves.
This article will cover two related topics:
How Members can cancel their memberships
This includes canceling their automatic re-billing, but keeping the membership 'Active'
How Organizations can use our Settings to manage Cancelations
Setting a Cancelation Policy
Setting Cancelation Options
Canceling Memberships
Members can cancel their membership anytime via the Member Portal. However, canceling a membership is permanent and cannot be undone. Members should contact their organization with any questions before proceeding.
Steps to Cancel a Membership
Log In: Sign into your Join It account.
Members are redirected to the Member Portal after logging in.
Admins are redirected to the Organization Dashboard but can access the Member Portal separately.
Cancel Membership: If your status is 'Active,' you’ll see a 'Cancel Membership' button.
Select a Reason: Choose a reason for canceling and follow the prompts to confirm.
If your membership includes automatic rebilling, you’ll have the option to cancel the recurring payment only (see below).
Description of screenshot: Displaying Step 4--selecting your reason for cancelling.
Cancel a Membership's Automatic Re-billing
For memberships with recurring payments, members can cancel only the automatic rebilling while keeping their membership 'Active' until the paid period ends.
Members are presented with this option during the cancellation process.
After canceling rebilling, the membership will remain active for the duration of the current payment period.
Description of screenshot: Displaying where the member can cancel their Automatic Rebilling
Organization Settings for Cancellations
Organization admins can customize cancellation settings to align with their policies.
Steps to Update Settings
Navigate to the 'Members' menu in your Organization Dashboard.
Select 'Member Settings' and locate the 'Cancellation Settings' section.
Choose an option from the dropdown:
"Yes, members can cancel their own memberships" (default).
"No, members cannot cancel their own memberships."
Setting a Cancellation Policy
If "No, members cannot cancel their own memberships" is selected, organizations can create a custom cancellation policy.
Example Cancellation Policy:
Thank you for being a valuable member of our organization! If you’d like to cancel, please send a request to support@your-domain.com with your reason for canceling and desired termination date. We’re happy to assist you.
This ensures that organizations maintain control over cancellations while providing clear guidance to members.